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Exit-Planning Wealth Advisor on Getting CEOs Transaction-Ready

Growth-Drive Podcast : Mar 20, 2024 3:44:52 PM

Summary:

In this episode Francis Brown, a strategic advisor with Brown Advisory is in the hot seat. Francis is a certified Growth Specialist and JD, LLM, CBEC, and CMAA. Francis helps high-net-worth families and business owners manage their wealth and prepare for the future. He emphasizes the importance of getting business owners transaction-ready and avoiding common mistakes. Francis also discusses the value of creating options for business owners and helping them understand the personal and professional goals they want to achieve. He highlights the role of a trusted advisor in guiding business owners through the complexities of growing and monetizing their businesses.

Everything we cover is directly applicable to building a thriving advisory business.

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Key Takeaways:

Helping business owners become transaction-ready and avoid common mistakes is crucial for a successful outcome.
Creating options for business owners and understanding their personal and professional goals is essential.
Trusted advisors should focus on asking the right questions and helping business owners solve the right problems.
Understanding the emotional and psychological factors that can impact business owners' decisions is important for effective advisory work.

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